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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,576 | $117,904-29.1% | $102,457-18.4% | $145,978-42.7% |
| Participation rate | 52.6% | 78.6%-26.0pp | 76.5%-23.9pp | 80.3%-27.7pp |
| Annual return | 19.85% | 31.80%-11.9pp | 29.41%-9.6pp | 550.52%-530.7pp |
| Employer contribution / active EE | $0 | $3,613-100.0% | $3,022-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,241 | $5,733-60.9% | $5,054-55.7% | $6,690-66.5% |
| Admin fee / account holder | $1,107 | $13,329-91.7% | $9,451-88.3% | $13,400-91.7% |